Quick Start Guide to Microsoft Teams
A Quick Start Guide to Microsoft Teams
Once you have clicked this link you will be taken to a splash page in your browser where you can choose to either continue using your browser or by downloading the desktop application.
Accessing and Sharing Files
Posts Vs Chat
Once you have begun a chat with a person or a group of people everything that happens within the chat, stays within the chat. For instance, any saved files from that chat will be accessible from the files section. Also keep in mind you can always add more people to the chat by clicking the Plus button in the menubar. Here you can begin video/audio conferences with your group by clicking the phone icon as well as sharing your screen by clicking the icon beside the phone icon.
If you have been away for a few days and need to catch up on the chat, simply click "Activity" in the menubar to see the timestamps on the conversation.
Searching for a Team Member
To find and interact with a person or a file, one of the quickest ways to do this is by using the Search Bar.
Simply begin by typing in the person's name who you are looking. By clicking on that person's name you can begin a private chat. If you are looking for a specific file or conversation try typing the name of the file or some words that you remember and the search feature will find that file. Keep in the the scope of the search will pull from all people and files you have access to.
What is Teams:
A hub for teamwork that in uses the Microsoft environment (co-authoring files, chat, cloud, tracking, mentions and notifications). Think of teams as a combination of Basecamp, Skype and File Cloud or Dropbox all in one spot.
Click here to view a brief video on some of the features and uses: https://support.office.com/en-us/article/video-what-is-microsoft-teams-422bf3aa-9ae8-46f1-83a2-e65720e1a34d
Teams can also be used as a desktop app. To download the app: https://teams.microsoft.com/downloads
Keep in mind, there are some differences in the Teams App and using Teams on a Browser. The functionality is constantly changing, so check in with the Microsoft documentation before deciding which to use.
Start by visiting www.office.com and logging in using your NETID. Once you have logged in to the portal, the top banner section you will see several apps (keep in mind these apps dynamically change based on your usage). If you do not see Teams in the list of icons, click on the “all apps” icon and search for teams
Click here to watch a brief video on how to log in to Team: https://www.loom.com/share/b515b6eb72674145b55ca73202536e8e
Joining / Creating a team:
To join or create a team, once logged into Teams in your browser, click on the “join a team” button in the top right of the browser window. This will take you to a new window where you have three different options.
Option 1: You can create your own team (more on this later)
Option 2: Join a team with a code (this would have been shared with you from someone who has already created the team)
Option 3: Join a team that someone has invited you to that may be pending acceptance
Notifications, AKA “Activity Feed” is a place to view all recent activity pertaining to you and your projects in Microsoft Teams. This tool functions much like Basecamp’s “Hey!” section where you can view any alerts pertaining to “@mentions” or flagged projects. Unlike Basecamp, Teams has many different ways to view your activity, including a filter.
View your Activity: After signing in, on the top left-hand side of your browser, look for and click on the activity icon. Once you have moved into the Activity page, you will notice the word ”feed”, in the upper left side of the screen.
Below the word feed, you will see all activity that pertains to you and your projects/teams. From here, you can click on any of the items to view them. As you click through the items, teams will take you to that item and all the related activity for that item in the main viewing window. If you prefer to view only activity to you, simply click on the down facing arrow beside “feed” and change the drop down to “My Activity”. This will only show items that are specific to you.
Change your activity filter: You can change your activity filter by clicking on the filter just to the right of the “Feed/My Activity” section. This filter will allow you do a search, or if you click the ellipsis, you can filter based on some common categories such as:
To drill down deeper and narrow your search, try pairing a search term with one of the of the options above.
Useful functionality in Chat
The chat feature works a lot like other chat clients such as Skype or Slack. To access the chat feature in Teams, simply navigate there from the menu sidebar (where you found Activity) and simply click on chat. Once you have selected chat, you can view recent chats by clicking on recent, or all contacts by clicking on contacts.
In the contacts section, you can create new contact groups by clicking on “new contact group” at the bottom of the screen. This is helpful if you are looking to put together groups of people who may be working on the same project, or if you are looking to better organize your contacts (for instance: all of the LMS’s, MM team, Managers, ID’s ect).
There are several powerful features that can be used in the chat feature of Teams. For instance, once a chat has been started with a colleague, you may notice a tool bar along the bottom of the window. Here you can add functionality and depth to your conversation by adding:
Formatting: Include highlighting, graphs, code snippets, tables, and links (along with more basic text editing formatting tools)
Urgency: Add an urgent notification along with your message. This will mark your message as important, or if tagged as urgent the recipient will be notified every two minutes for twenty minutes (be very careful with this one!).
Attach a file: This is a great feature as attaching an editable file such as a word document can be added to the chat, opened in real time and edited by all parties in the chat instead of making edits and sending them back and forth. The functionality becomes more powerful when all parties continue the chat while editing the file.
Adding a personal touch: Add stickers and Gif’s (from Giphy) to show your flare
Create meetings and meeting places (channels or chats) to set a date and time to meet with a select person or people.